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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,520 | $72,071+146.3% | $68,368+159.7% | $137,256+29.3% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.8%-8.8pp | 80.0%-15.0pp |
| Annual return | 16.73% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,166 | $4,410+130.5% | $4,123+146.6% | $6,407+58.7% |
| Admin fee / account holder | $8,983 | $5,336+68.4% | $5,150+74.4% | $12,270-26.8% |